For every stage of life
Welcome to Wealth Ridge Planning
We are dedicated to creating lasting relationships with our clients based on trust and independence.
We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future.
Our mission is to build a long-term relationship with our team, their trusted and knowledgeable advisors. We aim to accomplish this through education, training, integrity, and outstanding client service.
Our Approach
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Providing a true roadmap with milestones so you know where you are on your path to financial well-being. Our goal is for you to have clarity as it relates to your financial future, as well as a clear understanding of your options. When asked what makes us distinct, our clients tell us it is our availability and accessibility.
Keeping you informed of investment opportunities while striving to mitigate risk, providing you with one less thing to worry about. Our foundation is created by fostering a long-term and meaningful relationship with you for life. You can be confident that you are truly collaborating with an experienced, qualified, partner.
Our Team
April Breheim
Founder, Financial AdvisorEmily Parker
Client Service SpecialistEric Parnell, CFA
Chief Market StrategistNick Dalessandro
Senior Associate, Asset ManagementKAELA FRENCHMAN
Associate, Asset ManagementEvan Coffey
Associate, Asset ManagementDrew Nemeth
Director of Compliance & OperationsOur Services
Portfolio Management
- Estate Planning
- Retirement Strategies
- Financial Planning
- Life Insurance
- Social Security Strategies
- Small Business Ownership
- Cash Flow Analysis
- Charitable Giving/Legacy Planning
- Long Term Care
- Education & College Funding Strategies
- Tax Planning
Our Process
Introductory Meeting
This is the first part of establishing a fruitful partnership, so be prepared! Our goal is to mutually establish what each of our expectations are and establish whether an ongoing relationship is a good fit. In this phase we will identify your goals, priorities, preferences, as well as potential obstacles.
Exploration Phase
Based on our first meeting, we now take a deeper dive into your individual financial situation. During this session we begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals. This phase is essential to developing a customized, comprehensive plan.
Detailed Planning
In this phase we deliver an easy to follow roadmap that will help you work toward your financial goals. We will specifically address the areas that are of greatest importance to you, ensuring that your customized plan is tailored to address those needs. We also spend time explaining and educating you on the plan so you feel confident.
Ongoing Aid & Advice
As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you. Your priorities and goals will inevitably shift through time which is why we are here to proactively update and evolve your financial plan.
Insights
